FCG Investment Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

FCG Investment Company’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$747K	Buy	1,138 +12	+1%	+$8.26K	0.25%	73
2026 Q2	$792K	Sell	1,126 -84	-7%	-$56.3K	0.27%	73
2026 Q1	$746K	Buy	+1,210	New	+$767K	0.33%	62
2025 Q3	$731K	Buy	1,226 +36	+3%	+$21.1K	0.34%	60
2025 Q2	$674K	Buy	1,190 +31	+3%	+$16.6K	0.35%	67
2025 Q1	$618K	Buy	1,159 +72	+7%	+$40.9K	0.39%	63
2024 Q4	$619K	Buy	1,087 +60	+6%	+$35.2K	0.38%	58
2024 Q3	$585K	Buy	1,027 +102	+11%	+$56.2K	0.38%	63
2024 Q2	$495K	Buy	925 +200	+28%	+$108K	0.38%	69
2024 Q1	$403K	Buy	725 +218	+43%	+$113K	0.32%	82
2023 Q4	$257K	Buy	+507	New	+$235K	0.25%	82

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FCG Investment Company's MDY Position: Q3 2026 in Review

FCG Investment Company increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q3 2026, buying an estimated $8.26K and bringing the position to 1,138 shares worth $747K. The position accounts for 0.25% of the portfolio, ranked #73.

FCG Investment Company first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $792K in Q2 2026. 270 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

FCG Investment Company held 1,138 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $747K as of Q3 2026.
FCG Investment Company bought 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $8.26K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of FCG Investment Company's portfolio in Q3 2026, its #73 holding.
FCG Investment Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
FCG Investment Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $792K in Q2 2026.
270 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on FCG Investment Company's 13F filing for Q3 2026, filed 13 Oct 2026.